← All themes Digital Payments & Fintech

Neobanks

Neobanks run current accounts and cards from an app with no branch network, which lowers the cost of serving each customer. They compete on fees and on how fast an account can be opened rather than on physical presence.

25 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1051
Caxton Associates (New York)
Caxton Associates (New York)
New York
$63.3K -$2.13M 1 0.01% Reduced
1052
SSB
Sandy Spring Bank
Maryland
$60.7K -$25.1K 1 0% Reduced
1053
Farther Finance Advisors
Farther Finance Advisors
California
$57.2K +$5.45K 4 0.01% Increased
1054
UniSuper Management
UniSuper Management
Australia
$56.7K +$55.8K 1 0% New
1055
DMBA
Deseret Mutual Benefit Administrators
Utah
$51.5K +$2.18K 1 0.02% Increased
1056
OC
Oakworth Capital
Alabama
$51.5K $0 1 0% Maintained
1057
PMFA
Plante Moran Financial Advisors
Michigan
$51K $0 2 0.01% Maintained
1058
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$50.4K -$24.8K 1 0% Reduced
1059
NC
NewSquare Capital
Pennsylvania
$50.2K $0 2 0.01% Maintained
1060
Avior Wealth Management
Avior Wealth Management
Nebraska
$47.9K $0 3 0% Maintained
1061
PA
PSI Advisors
Florida
$47.8K -$1.3K 2 0.02% Reduced
1062
MCM
MV Capital Management
Maryland
$47.5K $0 1 0.01% Maintained
1063
BOK Financial
BOK Financial
Oklahoma
$47.3K -$12.1K 2 0% Reduced
1064
TF
TimeScale Financial
Massachusetts
$44.9K $0 1 0.01% Maintained
1065
FFC
First Financial Corp
Indiana
$44.5K $0 1 0.03% Maintained
1066
SIA
Schechter Investment Advisors
Michigan
$43.8K $0 1 0% Maintained
1067
TFM
TFC Financial Management
Massachusetts
$42.2K +$372 1 0.01% Increased
1068
Arax Advisory Partners
Arax Advisory Partners
Colorado
$41.8K -$5.4K 3 0.01% Reduced
1069
FCT
First Community Trust
Iowa
$41.7K $0 1 0.05% Maintained
1070
GWS
Glassman Wealth Services
Virginia
$41.1K -$1.02K 2 0.01% Reduced
1071
GFPC
Global Financial Private Client
Florida
$38.8K +$29.2K 2 0.02% Increased
1072
RBC
Romano Brothers & Co
Illinois
$38.7K $0 1 0.01% Maintained
1073
POIA
Pin Oak Investment Advisors
Texas
$36K +$29.2K 2 0.04% Increased
1074
DRW Securities
DRW Securities
Illinois
$35K +$11.1K 1 0% Increased
1075
MCM
Manchester Capital Management
Vermont
$34.9K -$8.86K 1 0% Reduced